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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Rwm Asset Management 1 year, 10 months Oct 2014 - Present
Ruggie Wealth Management 3 years, 2 months May 2013 - Present
Financial Telesis Inc. 11 months, 1 week Mar 2012 - Feb 2013
Harden 11 months Feb 2012 - Jan 2013
Avatar Associates 3 years Jul 2008 - Jul 2011
Zacks Investment Management 3 years, 1 month Jun 2005 - Jul 2008
Are You
Michael Case Smith?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Michael Smith

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 3, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jun 6, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ruggie Wealth Management

Last updated on April 4, 2016
    • $328.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $178.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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